Kyra for · ACCOUNTANTS
Kyra answers the phone during tax season.
On Pro, Kyra answers the document questions you wrote down and books consults when Google Calendar is connected.
Section 01 · Pain points
The calls that pile up.
- From February through April the phone does not stop, and preparers are answering it instead of working returns.
- A lot of calls are "what documents do I need?" and the answer is already on a checklist.
- New clients who call after hours reach voicemail and try the next firm.
- Returns wait because a client is missing a form and nobody chased it.
Section 02 · Use cases
Here is what Kyra handles.
Answers the checklist questions.
Deadlines, what to gather, and how to send documents. Kyra answers from the notes you added, and your team stays on the returns.
Asks your intake questions before a consult.
Business returns, more than one state, and the other screens you use. Kyra asks them and books the slot that matches the rules you wrote.
Repeats the document reminder you wrote.
If you write the missing-form message into Kyra's knowledge, Kyra can tell the client what you still need when they call.
Section 03 · Recommended configuration
We recommend Pro.
Calls and texts on a number that is yours.
- Calls and texts on a business number. You can port your current number or pick a new one.
- Up to 3 setters, each with its own greeting and rules.
- A transcript in your inbox after a call ends.
Section 04 · FAQ
Questions accountants ask.
Can Kyra give tax advice?
No. Kyra handles the informational questions you wrote down, such as deadlines and which documents to gather. Anything that needs a professional judgment goes to a CPA on your team.
Can Kyra connect to my tax software?
Kyra works with the calendar you connect and the notes you add. Direct integrations with tax software are on the roadmap.
What about the rest of the year?
You update Kyra's instructions when the season changes, and the next conversation uses what you wrote.
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